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Axxcess Wealth Management’s Brookfield Infrastructure Partners BIP Stock Holding History

Axxcess Wealth Management’s Portfolio BIP Stock Details BIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,712
Closed -$200K – 860
2024
Q3 		$200K Buy
+5,712
New +$179K ﹤0.01% 849

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Axxcess Wealth Management's BIP Position: Q4 2024 in Review

Axxcess Wealth Management sold out of Brookfield Infrastructure Partners (BIP) in Q4 2024, closing a stake of 5,712 shares — an estimated $200K sold.

Axxcess Wealth Management first reported a position in BIP in Q3 2024 and held it in 1 quarter. The position peaked at $200K in Q3 2024. 333 funds tracked by Wall St. Rank hold BIP as of Q4 2024.

  • Axxcess Wealth Management reported no remaining Brookfield Infrastructure Partners position as of Q4 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 5,712 Brookfield Infrastructure Partners shares in Q4 2024, an estimated $200K.
  • Axxcess Wealth Management first reported a position in Brookfield Infrastructure Partners in Q3 2024 and held it in 1 quarter.
  • Axxcess Wealth Management's Brookfield Infrastructure Partners position peaked at $200K in Q3 2024.
  • 333 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q4 2024.

Based on Axxcess Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.